AVANTAX PLANNING PARTNERS, INC. – Salesforce, Inc. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$1.05M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.17% | -87 shares | -170K | $143.84 | 7.34K |
| Q2 2022 | share | Increase | +41.91% | 2.19K shares | 115K | $165.04 | 7.42K |
| Q1 2022 | share | Increase | +8.99% | 432 shares | -110K | $212.32 | 5.23K |
| Q4 2021 | share | Increase | +2.63% | 123 shares | -48K | $255.33 | 4.80K |
| Q3 2021 | share | Decrease | -17.92% | -1.02K shares | -124K | $271.22 | 4.68K |
| Q2 2021 | share | Decrease | -11.86% | -767 shares | 22K | $244.27 | 5.70K |
| Q1 2021 | share | Decrease | -14.54% | -1.10K shares | -314K | $211.87 | 6.46K |
| Q4 2020 | share | Increase | 0.00% | 7.57K shares | 1.68M | $222.53 | 7.57K |
| Q4 2018 | share | Increase | +9.31% | 215 shares | -21K | $136.97 | 2.52K |
| Q3 2018 | share | Decrease | -10.16% | -261 shares | 17K | $159.03 | 2.30K |
| Q2 2018 | share | Decrease | -9.32% | -264 shares | 20K | $136.4 | 2.57K |
| Q1 2018 | share | Increase | +2.13% | 59 shares | 46K | $116.3 | 2.83K |
| Q4 2017 | share | Decrease | -34.01% | -1.43K shares | -109K | $102.23 | 2.77K |
| Q3 2017 | share | Increase | +31.20% | 1K shares | 115K | $93.42 | 4.20K |
| Q2 2017 | share | Increase | 0.00% | 3.20K shares | 278K | $86.6 | 3.20K |